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09/11/2023 Market Strategy
We find the S&P 500 energy sector looking increasingly attractive as policy makers in the US and abroad strive to contain inflation and manage economic growth.
09/05/2023 Market Strategy
With the VIX near a 12-month low we wouldn’t be surprised to see at least some choppiness in the near term develop to keep investors on their toes.
08/28/2023 Market Strategy
Last Friday’s message from Fed Chair Jerome Powell suggested to us progress not perfection
08/14/2023 Market Strategy
Markets hiccupped last week on inflation and earnings data—but is it the pause that refreshes?
08/07/2023 Market Strategy
A broadening of the rally across S&P 500 sectors suggests that the bull market that emerged from the October 2022 lows has legs to run higher into 2024.
08/01/2023 Market Strategy
A broadening of the rally across S&P 500 sectors suggests that the bull market that emerged from the October 2022 lows has legs to run higher into 2024.
07/31/2023 Market Strategy
This week’s FOMC meeting, economic data and earnings reports could determine the stock market’s trajectory over the remaining weeks of summer
07/24/2023 Market Strategy
This week’s FOMC meeting, economic data and earnings reports could determine the stock market’s trajectory over the remaining weeks of summer
07/17/2023 Market Strategy
Better than expected inflation data, a sense that the Federal Reserve’s efforts at curbing inflation have made significant progress along with better than expected results from companies thus far reporting in the S&P 500’s Q2 earnings season gave support to the upward move in stocks last week.